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Wells Fargo
CHARLOTTE, NC | Full Time
$41k-56k (estimate)
2 Months Ago
Capital Markets Agreement Review and Digitization Specialist
Wells Fargo CHARLOTTE, NC
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$41k-56k (estimate)
Full Time | Banking 2 Months Ago
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Wells Fargo is Hiring a Capital Markets Agreement Review and Digitization Specialist Near CHARLOTTE, NC

About this role:

Wells Fargo is expanding in our Agreement Review and Digitization Team! We are seeking two new Specialists within the Markets Division responsible for reviewing and digitizing documentation related to derivatives, financing and regulatory agreements and providing a variety of support services to the Markets Negotiation Team and Front-Office. Responsible for providing support for the Markets Negotiation Team that negotiates financing and derivative related master agreements, including ISDAs, MRA/GMRAs, MSFTAs, Futures and prime brokerage agreements. The role includes ensuring agreements and ancillary documents are executed in accordance with regulatory and/or bank requirements and identifying any discrepancies. In addition, the role is responsible for digitizing agreement terms for select businesses in the bank's system of record.

In this role, you will:

  • Participate in support tasks related to newly executed master agreements including verifying the completeness of master and collateral agreements and the accuracy of agreement terms recorded in the bank's system of record. Any issues identified are raised to the Negotiator or their support team.
  • Assist in responding to requests which may include research to resolve any issues, escalating requests to the appropriate individual or team
  • Team responsible for ensuring internal controls are performed in relation to regulatory disclosures and completion of regulatory documentation prior to trading
  • Review executed agreements for front office businesses and digitize key agreement terms in the bank's system of record. Agreement types include long-form confirmations, credit agreements, guarantees and formation documents.
  • Assist with special projects and gathering data to assist with resolution of issues in areas that may normally be outside of the Team's daily responsibilities.
  • Collaborate and consult with peers, colleagues, the Legal Department and managers to resolve issues and achieve goals
  • Present recommendations and provide subject matter expertise for resolving complex situations and exercise independent judgement while developing expertise on functions, projects, internal and industry related initiatives

Required Qualifications:

  • 2 years of financial markets or legal documentation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 2 years with investment documentation within Capital Markets and Investment and Trading.
  • Experience with ISDAs, MRA/GMRAs, MSFTAs, Futures and prime brokerage agreements.
  • Recording of agreement terms and quality control of data input on Capital Markets agreements.
  • Strong verbal, written and interpersonal skills. Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint skills)
  • Strong attention to detail and accuracy skills
  • Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and global environment

Pay Range

$26.59 - $47.26

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

Posting End Date:

8 Apr 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$41k-56k (estimate)

POST DATE

04/04/2024

EXPIRATION DATE

06/03/2024

WEBSITE

wellsfargo.com

HEADQUARTERS

LITCHFIELD, MN

SIZE

>50,000

FOUNDED

1852

TYPE

Public

CEO

SUSAN LEISHER

REVENUE

>$50B

INDUSTRY

Banking

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About Wells Fargo

Wells Fargo is a provider of personal and commercial financial services including banking, mortgage, investment, credit card and insurance.

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